Unclaimed Profile

Donald Blake Harris

BEAIRD HARRIS WEALTH MANAGEMENT, LLC·DALLAS, Texas

Series 6, Series 7, Series 63, Series 65Clean record30 years registeredBEAIRD HARRIS WEALTH MANAGEMENT, LLC

5005 LYNDON B JOHNSON FWY, DALLAS, TX 75244CRD# 1044148Firm CRD# 107238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Blake Harris · DALLAS, TX

Registration

CRD #1044148 · BEAIRD HARRIS WEALTH MANAGEMENT, LLC · 30 years registered

Brand Profile

Not yet started

Career History

BEAIRD HARRIS

Jul 1996 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 19, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAIRD HARRIS WEALTH MANAGEMENT, LLC

CRD 107238 · SEC 801-51938

AUM

$1.7B

Regulatory assets under management

Employees

2,968 client accounts

Services offered by BEAIRD HARRIS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEAIRD HARRIS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Blake Harris offer?

Donald Blake Harris specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Donald Blake Harris's credentials?

Donald Blake Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Blake Harris located?

Donald Blake Harris is based in DALLAS, Texas, working with BEAIRD HARRIS WEALTH MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Donald Blake Harris charge for services?

Donald Blake Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAIRD HARRIS WEALTH MANAGEMENT, LLC?

BEAIRD HARRIS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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